Blog - Simple List
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Private Company Liquidity Events ExplainedApr 9, 2026
Private company liquidity events explained: tax, 409A, accounting and employee impacts of tender offers and secondary sales. -
Section 423 ESPPs: Managing the $25,000 LimitApr 8, 2026
Learn how to comply with the ESPP $25,000 limit under Section 423 and avoid common errors with practical tips for stock plan administrators. -
Refresher Grants: A Stage-by-Stage Founder PlaybookApr 3, 2026
Stage-by-stage guide to equity refresher grants, including sizing, timing, and dilution management for private companies. -
Rule 701 Guide for Private CompaniesApr 2, 2026
Rule 701 guide for private companies covering eligibility, limits, disclosures, and resale rules for equity compensation compliance. -
Mobility Compliance: 8 Tips to Simplify Your DataApr 1, 2026
Streamline mobility compliance for equity compensation with better data practices that improve data management, reduce workload, and lower costs. -
Hidden Cost of a Bad 409A ValuationMar 26, 2026
Learn 409A valuation risks for a private company and their impact on taxes, equity compensation and strategy. -
Rethinking Performance Awards for Market UncertaintyMar 25, 2026
Learn how to manage performance awards during market uncertainty, including strategies for existing grants and designing more resilient LTI programs. -
Israel Section 102: Equity Plan Pitfalls to AvoidMar 18, 2026
Israel’s Section 102 capital gains track is powerful — but grant design errors can disqualify your plan. Six pitfalls global equity pros must avoid. -
Rule 10b5-1 Trading Plans: What You Need to KnowMar 11, 2026
Learn how Rule 10b5-1 trading plans help corporate insiders trade stock while maintaining insider trading compliance. -
What I Wish I Knew About Private Company Equity PlansMar 5, 2026
Equity experts share what they wish they’d known about private company equity plans: vesting, documentation, job structure, and more. -
Equity Plan Reserve Management: How to Avoid Share ShortfallsMar 4, 2026
Avoid equity plan share shortfalls with smart reserve management strategies—from forecasting and grant guidelines to inducement grants and ESPPs. -
Vesting Schedules Explained for Private CompaniesFeb 26, 2026
Learn how vesting schedules work for options, RSUs, performance triggers and two-tier structures, and why they matter for tax and accounting. -
Dividends and Equivalents: Ten Things to KnowFeb 25, 2026
Understand the nuances of administering dividends and dividend equivalent payments for restricted stock and units. -
Private Company Underwater Equity: The Cost of InactionFeb 19, 2026
Inaction on underwater equity is a strategic choice. Learn the hidden costs of waiting and how it impacts retention, pay strategy, and culture. -
Can You Accommodate Requests for Additional Tax Withholding?Feb 18, 2026
Can you allow employees to request additional tax withholding on their stock plan transactions? Here is what you need to know about this practice. -
Private Company Equity Terms: Rule 701, 409A & Cap TableFeb 12, 2026
Decode key private company equity terms: Rule 701, 409A valuations, cheap stock, and cap table mechanics for stock plan admins from public companies. -
Section 16 Reporting After Insider DepartureFeb 11, 2026
Understand Section 16 reporting obligations after an insider leaves, including Form 4 exit box rules and post-termination transactions. -
Refresher Grants: A Founder’s Guide to Equity RetentionFeb 5, 2026
Learn how refresher grants work, when to use promotion, performance and tenure refreshers, and how founders manage dilution as companies grow. -
Hiring in Israel: How Section 102 Shapes Equity CompensationFeb 4, 2026
Israel’s Section 102 shapes equity compensation through tax deferral and a 25% capital gains rate. Learn key compliance requirements. -
Back to Basics: Fair Value and Fair Market Value ExplainedJan 29, 2026
Learn the differences between fair value and fair market value and how they affect equity compensation, reporting, and tax compliance.